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FUNDRAISING NEWS | October 21, 2024

Report: Mercer Global’s David Barton Retires as M&A Head

Tags: Personnel, RIA, RIA Moves, Mergers / Acquisitions

After 16 years with Mercer Global Advisors, with over seven years as vice chairman of M&A, David Barton is stepping down from the firm and retiring at 58, according to an October 21 report from Wealth Management.

Barton is reportedly stepping down to focus on addressing a health concern. Barton has held a number of key positions throughout his career with Mercer, including nine years as CEO from 2008 to 2017. 

Following his departure, his role in leading M&A will be taken on by principal Martine Lellis. 

Source:

https://www.wealthmanagement.com/ria-news/dave-barton-mercer-advisors-head-ma-retires

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